Evidence-based private credentials

Credential pathways

Attendance is not the standard. Demonstrated knowledge and reviewed work are.

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01

Wealth Synergy Certified Virtual Professional

Complete a simulated client week and defend the operating choices in a human review.

View requirements →02

Certified Procurement Coordinator

Produce and explain a controlled procurement coordination file from intake through supplier performance.

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Certified CRM Operator

Configure a governed CRM operating model and resolve a realistic hygiene and pipeline scenario.

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Certified AI Workflow Operator

Design, test, and defend a governed AI-assisted workflow with a human exception path.

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Certified Proposal Coordinator

Coordinate a simulated solicitation response with compliance, review, submission, and archive controls.

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Certified Funding Readiness Specialist

Build and defend a funding-readiness evidence room and route recommendation using Capital Navigator principles.

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01 Common standard

Four gates.
No automatic pass.

  • 80% minimum on the knowledge assessment
  • Required practical artifact or capstone
  • Identity confirmation appropriate to the cohort
  • Human review against a published rubric
  • Documented resubmission and appeal pathway
  • Explicit non-accreditation disclosure